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Team Financial Group’s iShares Gold Trust IAU Stock Holding History

Team Financial Group’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-343
Closed -$30.2K – 142
2026
Q1 		$30.2K Hold
343
– – 0.01% 140
2025
Q4 		$27.8K Sell
343
-152
-31% -$11.9K 0.01% 139
2025
Q3 		$36K Hold
495
– – 0.02% 114
2025
Q2 		$30.9K Buy
+495
New +$30.7K 0.02% 114
2024
Q1 		– Sell
-152
Closed -$5.93K – 106
2023
Q4 		$5.93K Hold
152
– – ﹤0.01% 134
2023
Q3 		$5.32K Buy
+152
New +$5.55K ﹤0.01% 139

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Team Financial Group's IAU Position: Q2 2026 in Review

Team Financial Group sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 343 shares — an estimated $30.2K sold.

Team Financial Group first reported a position in IAU in Q3 2023 and held it in 6 quarters. The position peaked at $36K in Q3 2025. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Team Financial Group reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 343 iShares Gold Trust shares in Q2 2026, an estimated $30.2K.
  • Team Financial Group first reported a position in iShares Gold Trust in Q3 2023 and held it in 6 quarters.
  • Team Financial Group's iShares Gold Trust position peaked at $36K in Q3 2025.
  • 668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.